Assigning Adviser Splits

Go to Contacts and filter by Employees.

From here, select the appropriate employee record.


Once within the relevant Employee record, select Actions and Update basic details.


This brings up the following sidebar. Scroll to the bottom of this to see where you can select the desired adviser split.

Once selected, press save and you're good to go!


Information on Setting Up Splits is available here

Updated on: 20/12/2024